Overview
Before You Begin
Admin Access: You must have Administrative permissions to access the User Management section.
Security Warning: Each user has only one unique Access Key. Treat this key with the same level of security as a password; never share it in public forums or unencrypted emails.
Steps
Access Settings: Log in to your Dazos CRM instance and click the Settings (gear icon) on the left-hand navigation bar.
Navigate to User Management: Within the Settings menu, locate the User & Access Management section and click on Manage Users.
Select the User: Find the specific user whose key you need to retrieve from the list. Click on their User Name to open their full profile.
Locate the Access Key: Find the field labeled Access Key. This contains the unique alphanumeric string assigned to that user.
Copy the Key: Highlight the string and copy it to your clipboard for use in your integration or API request.
Verification / Expected Result
A successful retrieval is confirmed when you can see a long alphanumeric string in the Access Key field. This key is immediately active and ready for use in external configurations.
Troubleshooting / Common Errors
Access Key is Blank: In rare cases, if a key has not been generated, clicking "Edit" and then "Save" on the user profile will usually trigger the system to generate a new unique key.
Permission Denied: If you cannot see the "User Advanced Options" section, you do not have sufficient administrative privileges. Contact your System Administrator to update your role permissions.
Invalid Key Error: If an integration rejects the key, ensure there are no accidental spaces at the beginning or end of the string when you copied it.


